Golden State Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Golden State Wealth Management’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.28M	Sell	44,925 -6,418	-13%	-$330K	0.25%	83
2025 Q4	$2.63M	Buy	51,343 +20	+0%	+$1.02K	0.28%	71
2025 Q3	$2.6M	Sell	51,323 -427	-0.8%	-$21.3K	0.29%	65
2025 Q2	$2.58M	Sell	51,750 -2,110	-4%	-$105K	0.31%	62
2025 Q1	$2.72M	Sell	53,860 -15,925	-23%	-$812K	0.4%	54
2024 Q4	$3.56M	Buy	+69,785	New	+$3.59M	0.53%	36
2022 Q1	$309K	Buy	5,828 +1,504	+35%	+$82.8K	0.06%	233
2021 Q4	$246K	Hold	4,324	–	–	0.04%	325
2021 Q3	$246K	Buy	4,324 +633	+17%	+$36.4K	0.05%	261
2021 Q2	$211K	Sell	3,691 -950	-20%	-$54.2K	0.05%	281
2021 Q1	$261K	Hold	4,641	–	–	0.09%	162
2020 Q4	$263K	Sell	4,641 -745	-14%	-$41.7K	0.08%	198
2020 Q3	$299K	Buy	+5,386	New	+$300K	0.1%	142
2020 Q2	–	Sell	-4,436	Closed	-$240K	–	435
2020 Q1	$240K	Buy	+4,436	New	+$247K	0.11%	130
2019 Q4	–	Sell	-4,436	Closed	-$246K	–	356
2019 Q3	$246K	Hold	4,436	–	–	0.08%	179
2019 Q2	$242K	Buy	+4,436	New	+$241K	0.08%	197

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Golden State Wealth Management's FMB Position: Q1 2026 in Review

Golden State Wealth Management reduced its First Trust Managed Municipal ETF (FMB) stake by 13% in Q1 2026, selling an estimated $330K and leaving 44,925 shares worth $2.28M. The position accounts for 0.25% of the portfolio, ranked #83.

Golden State Wealth Management first reported a position in FMB in Q2 2019 and has held it in 16 quarters since. The position peaked at $3.56M in Q4 2024. 296 funds tracked by Wall St. Rank hold FMB as of Q1 2026.

Golden State Wealth Management held 44,925 shares of First Trust Managed Municipal ETF worth $2.28M as of Q1 2026.
Golden State Wealth Management sold 6,418 First Trust Managed Municipal ETF shares in Q1 2026, an estimated $330K.
First Trust Managed Municipal ETF made up 0.25% of Golden State Wealth Management's portfolio in Q1 2026, its #83 holding.
Golden State Wealth Management first reported a position in First Trust Managed Municipal ETF in Q2 2019 and has held it in 16 quarters since.
Golden State Wealth Management's First Trust Managed Municipal ETF position peaked at $3.56M in Q4 2024.
296 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.